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Daniel Lawrence Smith

Keel Point, LLC

Mclean, VA

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Current Employers
Keel Point, Llc

100 Church Street Suite 500, Huntsville, AL 35801 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-05-08
VA RA APPROVED 2026-05-08
  • AL RA
    APPROVED
    Since 2026-05-08
  • VA RA
    APPROVED
    Since 2026-05-08

Branch Locations

8405 Greensboro Drive, Suite 900, Mclean, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Corelogic Irvine CA 01/2011 06/2021
Blend Labs, Inc. Ashburn VA 07/2021 12/2025
Keel Point, Llc Huntsville AL 01/2026 Present
  • 01/2011 → 06/2021
    Corelogic
    Irvine, CA
  • 07/2021 → 12/2025
    Blend Labs, Inc.
    Ashburn, VA
  • 01/2026 → Present
    Keel Point, Llc
    Huntsville, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-08
S63 Uniform Securities Agent State Law Examination 1998-10-22
  • S65 Uniform Investment Adviser Law Examination
    2026-05-08
  • S63 Uniform Securities Agent State Law Examination
    1998-10-22

View on SEC IAPD

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